Advisor Experience Specialist

Advisor Experience Specialist

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The Advisor Experience Specialist is responsible for managing the advisor experience within the Regional Growth Team by providing relationship-driven escalation resolution and efficiency consultation to financial advisors, practices and firms in the assigned Region. Responsible for quarterbacking advisor escalations across enterprise functions and key contacts, routing and following issues to ensure and deliver resolution and adherence to issues within service level agreements.

• Work with advisors, practices and firms to drive adoption of Advice Works tools and technology.
• Align and deploy internal resources, coaching, training & direct support to address identified productivity gaps.
• Responsible for driving efficiency with advisors, practices and firms to reduce escalations, lower NIGO, and increase Advice Works adoption.
• Receive & escalation and/or route advisor service and support issues across STTO, Case Management, Supervision, Compliance, Products Commissions, Trading, Licensing & Registration and other applicable teams for issues not resolved through normal service channels.
• Provide updates on issue resolution to Growth Team and Advisor(s) / Firm(s) involved.
• Responsible for managing SLAs, ticketing system status and ticketing issues that come from advisors through the Regional Growth Team for resolution.
• Works directly with a dedicated Service Officer for all service and operations escalations that are more complex in nature.

• Minimum 3 years of Service, Sales Support and/or Relationship Service Experience

• SIE and Series 7 (Desired)
• Bachelor’s Degree (Preferred)

Up to 10% for Face-to-Face Issue Resolutions & Proactive Efficiency Engagements If Needed.

The base annual salary range for this role is $50,000 to $80,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base salary may also differ significantly due to geography and cost of labor considerations.

Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full‑time roles, a benefits package including:

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan‑ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), Life Lock, Pet Insurance and more.

Cetera Financial Group® ("Cetera") is a leading network of independent retail broker‑dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.

Through its…